We Are Here For You

It is often said that you are only as good as the company you keep. Partnering with Bellatore gives you access to a knowledgeable and dedicated team focused on your needs. Successful advisors, academic leaders and industry experts shape the firm’s direction and guide our tailored service menu.

Learn more about our professionals and thought leaders below:

 


Harry M. Markowitz, PhD

Harry M. Markowitz is best known for winning the Nobel Prize in Economic Sciences in 1990 for his work on portfolio selection. In his distinguished career, Dr. Markowitz has served in various academic posts at many universities, including Baruch College, London School of Economics, London Business School, University of Tokyo, Rutgers University, Hebrew University, the Wharton School and UCLA. He is also a board member (and former president) of the American Finance Association and was a fellow of the Econometric Society. Recognized as the founder of Modern Portfolio Theory and one of the nation’s best known minds in finance, Dr. Markowitz is a professor of finance in the Rady School of Management at UC San Diego. He is also president of the Harry Markowitz Company and has worked for companies such as IBM and the Rand Corporation. He received his PhD in economics from the University of Chicago.

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Meir Statman, PhD

Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His research has been published in The Journal of Finance, The Journal of Financial Economics, Financial Analysts Journal, and The Journal of Financial and Quantitative Analysis, among others. Dr. Statman’s research has been supported by grants from the National Science Foundation, the Research Foundation of the Institute of Chartered Financial Analysts, and the Dean Witter Foundation. He is a member of the Advisory Board of the Journal of Portfolio Management and the Journal of Investment Consulting and a recipient of a Batterymarch Fellowship and a Graham and Dodd Award. He received his PhD from Columbia University and his BA and MBA from the Hebrew University of Jerusalem.

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Sanjiv Das, PhD

Sanjiv Das is Professor of Finance and Associate Dean for Faculty Development at Santa Clara University’s Leavey School of Business. He previously held faculty appointments as Associate Professor at Harvard Business School and UC Berkeley. He holds post-graduate degrees in Finance (MPhil and PhD from New York University), Computer Science (MS from UC Berkeley) and an MBA from the Indian Institute of Management, Ahmedabad. He did undergraduate work in Accounting and Economics (University of Bombay, Sydenham College) and is also a qualified Cost and Works Accountant. He is an associate editor of Management Science, senior editor of The Journal of Investment Management and co-editor of The Journal of Derivatives. Prior to being an academic, he worked in the derivatives business in the Asia-Pacific region as a Vice President at Citibank. His current research interests include the modeling of default risk, algorithms for harvesting financial information from the web, derivative pricing models, portfolio theory and venture capital.

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Larry Harvey, ChFC

CEO

A long time board member and founding advisor at Bellatore Financial, Inc., Larry Harvey assumed the role of Chief Executive Officer in 2014. As CEO, he is responsible for the strategic direction of the firm. He stands behind the firm’s commitment to provide the services and support required to help advisors reach their true potential while making a significant impact in their clients’ lives, and the lives of their families and communities.

Larry also manages an independent registered investment advisor in The Woodlands, Texas. He is a financial advisor and planning consultant with nearly 30 years of experience providing comprehensive and wealth management strategies for high net-worth and affluent individuals, families and small business owners. He is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative who helps a select group of accepted clientele make strategic and informed financial decisions that propel them to achieve their desired lifestyle and financial goals. Larry is a 6-time recipient of the Five Star Wealth Manager Award from 2009 to 2014. This award is achieved by less than 3% of wealth managers in the Houston area.

Larry started his career in 1985 with Lutheran Brotherhood (now Thrivent) as an insurance agent and registered representative. He was promoted to management as an Associate General Agent and served as the Estate and Charitable Planning Specialist as well as the Investment Planning Specialist for the southeast region of the USA. In 1998, he founded Harvey Financial Group, an independent and fee-based financial planning and investment advisory firm. In 2008, he launched HFG Wealth Management, a fee-only firm dedicated to providing family-office services to select high net-worth individuals, families and business owners nationwide.

Larry holds degrees in accounting and business management from the University of Tampa. He earned his ChFC designation from American College in Bryn Mawr, Pennsylvania. He is a member of the Financial Planning Association and the Society of Financial Service Professionals.

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Jonathan Scheid, CFA

President, Chief Investment Officer & Chief Compliance Officer

Mr. Scheid leads Bellatore’s investment efforts and serves as President of Bellatore Financial, Inc. Prior to joining the firm in 2006, Mr. Scheid was the Vice President of Investment Policy, Marketing and Research for Loring Ward Advisor Services, a division of LWI Financial Inc. In his nine years with the firm, he was instrumental in the development of key sales, marketing and research materials and initiatives. He has also served as Vice President of the SA Funds Investment Trust. His publication credits include articles in the Financial Analysts Journal, Journal of Investment Consulting and the Journal of Investment Management. His national speaking experience includes a presentation at the CFA Institute Annual Conference. He is a CFA charterholder and member of the CFA Institute and the CFA Society of San Francisco. He received his BSC in Business with an emphasis in Finance and a minor in Computer Engineering from Santa Clara University.

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Eric Zagala

Director, Client Services

Mr. Zagala serves as Director of Client Service of Bellatore Financial. In this role, he is responsible for managing the firm’s trading and operations functions. Mr. Zagala has more than 18 years of securities trading and operations experience with ten of them in the Turnkey Asset Management Platform. Prior to joining Bellatore Financial, he held various trading and operations positions at BA Investment Services, Barclays Global Investors Inc., Charles Schwab and Co. Inc., and most recently, Genworth Financial. Mr. Zagala earned a B.S. in Finance from De La Salle University and an M.B.A. from University of Phoenix.

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